Using Filters to Find a Specific Invoice

If you want to find invoices from a specific Supplier, or a specific invoice number etc you can either use a filter on the column required, or add a filter in the Invoice List Screen.

To use the column filter, click on the filter symbol (see the square boxes in the screenshot), and select what you are looking for. This example is on the Supplier Column:

To narrow down to a specific invoice, you can narrow further using the Create Filter option (see the arrow on the screenshot).

Click “Create Filter”

Click the + sign

Select the field you want to filter on

Then select a value from the next menu

And type in a value to complete the filter

If you are looking for all invoices above $5,000, it will look like this

If there is more than 1 identifier you want to filter on, you can add to your filter.

Once you have entered the first requirement for the filter, Click And and select one of the values (it will most likely be and or or that you select).

Press +

Enter the second criteria.

If there are more criteria add them in the same way.

This is helpful if you have a large number of invoices and need to select certain ones to work with.

If you want all invoice from ABC Studios with a value over $5,000 on 25^th Sept 2020 your filter would look like this:

You will see the filter details below the results with a tickbox.

To edit the filter, click on the details and the editor box will open.

To remove the filter, untick the box or press Clear.